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Overview of the default actions

Last updated: 04 December 2023

Actions are tasks you can programme your automation to execute at any point during a conversation. You can find all available actions by going to the Builder.

Open your Block Bank and drag the Action block onto a step.

Actions trigger the moment a subscriber reaches the specific step on a workflow.

List of actions

Action

Purpose

Values

Chatbot user

Set subscriber language

If you have a multi-lingual chatbot, use this action to assign a language to the user. From that point on, the chatbot will interact in the assigned language with that specific user.

The name of the language, such as:

  • English

  • French

  • Dutch

Delete subscriber

Delete all records of the subscriber from your platform.

N/A

Set subscriber location

If you have a multi-location chatbot, use this action to assign a location to the user. From that point on, the chatbot will deliver location-specific answers to the subscriber’s questions.

The name of the location, as set up on Settings → Locations.

Export transcript

Export the subscriber’s chat transcript. Chat transcripts are delivered via email in a .TXT file.

An email address or a variable that contains an email address.

Export subscriber

Export all data held on the subscriber. Data exports are delivered via email, with a link to open a JSON file.

An email address or a variable that contains an email address.

End current session

When reached, the conversation will last on screen for 5 seconds before re-setting back to default. The session between the subscriber and the chatbot will end, and a new session begins.

Only accessible on Converse, Embedded, and Full page.

N/A

Tickets

Create ticket

Create a support ticket. Tickets appear in Service → Ticketing → Tickets.

  • Ticket name: text or a variable containing text.

  • Ticket description: text or a variable containing text.

  • Tag: select or create a tag.

Create live chat ticket

Create a live chat ticket. Live chat tickets appear in Service → Live chat.

  • Ticket name: text or a variable containing text.

  • Ticket description: text or a variable containing text.

  • Tag: select or create a tag.

Knowledge bases

Export all knowledge bases

Export all knowledge bases held inside your platform via email. All knowledge bases and their articles will be merged into one PDF.

An email address or a variable that contains an email address.

Export single knowledge base

Export a specific knowledge base held inside your platform via email. The knowledge base will be delivered in a PDF.

  • Knowledge base identifier: the ID of your knowledge base. It is the first number in the URL (e.g. bots.mywebsite.com/knowledge-bases/95/sections/4147/content)

  • Email: An email address or a variable that contains an email address.

Export knowledge base section

Export a specific knowledge base section held inside your platform via email. The knowledge base will be delivered in a PDF.

Alexa

Listen for response on Alexa

Keep Alexa listening for a response from the subscriber. This action will keep Alexa’s microphone open for 8 seconds before re-prompting the user.

N/A

Request permissions on Alexa

Creates a permission request card inside your user’s Alexa app.

Amazon Alexa doc

VOIP

Listen for response on VOIP

Keep VOIP listening for a response from the subscriber.

N/A

Transfer VOIP call

Transfer the current VOIP call to a different phone number

  • Must include tel:

  • Must include + and area code (e.g. +44).

  • Must include a phone number

Other

Leave feedback

Create a feedback entry. Feedbacks are logged in Service → Feedback.

Text or a variable containing text.

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